Tyler Williams

Sarah Marcum is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors, Raymond James Financial Services, Compass Investment Group, Infinex Investments, and First National Bank of Waverly. Outside of finance, she was involved with Roosters-- We Be Wings, LLC from 2015 to 2017. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s dual broker-dealer and adviser status and predominance of non-discretionary assets distinguish its approach to serving clients.

Brandon Adkins is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial, J.P. Morgan Securities, and Compass Investment Group prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Robinson II is a financial advisor with LPL Financial in Waverly, Ohio, holding a Series 63 designation and 29 years of industry experience. He has worked with LPL Financial since 2000 and has been associated with Homeland Credit Union since 2011. Outside of his advisory role, he is a business owner of Three Dog Farms, LLC, a home-based venture. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Ronald Endicott is a financial advisor with Edward Jones in Waverly, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a board member of Miracle City Academy in Piketon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 financial advisors.